IR35 Planning and Preparation Conference for Private Sector Employers

Changes to IR35 legislation applying to the private sector will take place with effect from April 2020. Understanding the complex IR35 legislation may have punitive consequences if HMRC do not agree with your status assessments.

Registration fee: £395 plus VAT per delegate

Organisations must prepare flexible workforce staff and get to grips with tests in order to remain compliant, either inside or outside IR35 rules. You may be putting your organisation at risk if you do not clarify your status and avoid last-minute panic.

This comprehensive seminar offers the tools to help you draw up a compliant and workable game plan for your staffing which will avoid fines and ensure your talent pools remain at optimum levels. You will learn the best ways to classify and communicate with affected staff, ensuring they are aware of their options and obligations as well as offering a range of workable contract options.

Why should you attend?

Avoid costly legal challenges to status assessments

Avoid debilitating staff loss by planning early—98% of contractors will avoid working on contracts that place them inside IR35

Learn how to consult with and advise current staff to understand and implement the best employment model for your organisation

Get equipped with the tools to avoid a drop in your organisation’s talent pool—51% of public sector organisations have lost skilled contractors post IR35 April 2017

Past delegates said:

“Very interesting. Made me think”

“Excellent speakers”

“Comprehensive and useful information presented throughout the day”

“Some great presenters who were very knowledgeable and engaging”

"Good content presented in an engaging way”

“Was great to hear all the different perspectives on the topic”

Which functions will benefit from attending

HR, Recruitment and Resourcing, Temporary & Agency Resourcing, Legal, Training, Compliance and Audit, Administration, Strategy, Policy, Operations, Line Managers and all Directors and staff with responsibilities within this area

Hear from

Schedule

09:00

Coffee and registration

09:30

DESIGNING AND IMPLEMENTING A WORKABLE GAME PLAN

Peter J. Wright

Peter J. Wright

Partner
, Leadership Forum Inc.

Peter Wright is a truly global executive experienced in leading HR functions for some of the world’s best-known companies.
He has held senior positions in companies as diverse as Zurich Insurance, AIG, Estee Lauder, Merrill Lynch, BP, Allied Domecq and Unilever. He has travelled extensively and worked on every continent. He is highly skilled in leading organizations and executive teams through significant growth, crisis and business transformation, including mergers and acquisitions divestitures, restructuring, organizational transformation and public offerings.
At the beginning of 2014 Peter took his many years of experience and applied it to the founding of his own consultancy Acorn Strategy Consulting. This boutique consultancy will specialize in helping companies improve their Organizational Effectiveness and Change Management capabilities as well as advising on all aspects of Talent Management. Subsequently, Peter became a partner in Leadership Forum Inc., merging Acorn Strategy Consulting with Leadership Forum Inc.
In addition to his corporate experience, Peter is a business entrepreneur. In 2007 he co-founded Global Energy Talent, a business dedicated to the recruitment and deployment of people for oil and energy companies. He continues to serve as an advisor to the company.
Born in London into a military family he grew up travelling around the world before attending the British Royal Military Academy Sandhurst, and St John’s College Cambridge where he earned a Masters Degree in History. He served the first twelve years of his adult life as an army officer in the British Army.
Peter has a unique lens on the realities of global leadership and change management. A true citizen of the world he is frequently invited to write, teach, speak and consult for businesses, executive education schools and non-profit organizations.
He has a highly entertaining, provocative and motivational style and is respected for delivering sound and workable end results.

UNDERSTANDING THE LEGAL CHANGES AND RAMIFICATIONS FOR YOUR CONTRACT AND FREELANCE WORKERS

Alison Treliving

Alison Treliving

Head of Employment Partner for North West
, Squire Patton Boggs

Alison is a partner and head of the Labour & Employment Department in the Manchester office of Squire Patton Boggs.
Alison has a wide variety of experience in both contentious and non-contentious employment law.
Alison regularly advises a range of corporate clients in different business sectors on matters such as board level appointments and departures, outsourcing, disciplinary and grievance matters, cross-jurisdictional disputes and business re-organisations. She is also an experienced litigator who takes a particular interest in complex discrimination claims.
Alison regularly presents at seminars and training events organised by the Firm, third parties and clients/contacts. Alison also takes an active role and interest in the design and implementation of such events.

Patrick Ford

Patrick Ford

Partner in Tax Strategy & Benefits
, Squire Patton Boggs

Patrick Ford’s expertise covers advising on the tax implications of corporate finance and property transactions, as well as tax structuring opportunities in connection with such transactions and corporate restructuring generally. Patrick has varied experience of employee incentive work and has drafted documentation for, implemented and advised on the operation of a wide range of equity-based employee incentive arrangements. He also has extensive experience of advising on employment and pensions tax related issues.
Patrick is described in Chambers UK as “absolutely pre-eminent in the market” and “brilliant and responsive”, and in The Legal 500 UK as “outstanding”. He is recommended in Chambers UK for Tax, National Leaders (Outside London) and ranked in Band 1 for Tax, North West. He is also recommended as a Leading Individual in The Legal 500 UK for Corporate Tax.

Understanding who will be affected, when and how

Contracted staff through PSCs

Assessing employment status

Which organisations must comply?

What penalties will you face for non-compliance?

Impact in relation to:

Social security benefits

Employment law protection rights

Paid holidays

Working week limits

11:30

Coffee and networking

11:45

PANEL: PUBLIC SECTOR IMPLEMENTATION: WAR STORIES AND LESSONS LEARNED

Colin Morley

Colin Morley

Professional Services Director
, Harvey Nash Recruitment Services

Colin is Professional Services Director for Harvey Nash Recruitment Solutions, a division of Harvey Nash Plc. Harvey Nash Recruitment Solutions provides a full spectrum of workforce solutions to its clients, from managing contingent workers to managing entire projects and programmes across the UK, Europe, America and Asia.
Since joining Harvey Nash in 1999, he has worked with a broad range of private, not‐for profit and public sector organisations, helping them source the highest quality talent, cut costs and take control of their resourcing strategies.
An advocate for diversity & inclusion and better working practices, Colin is a leading figure in the IR35 debate and its implications for businesses and contractors.

Julia Kermode

Julia Kermode

Chief Executive
, Freelancer & Contractor Services Association

As the leading independent membership body for professional employment services (umbrella, accountancy, CIS) FCSA is committed to raising standards and promoting supply chain compliance for the temporary labour market. Through their accreditation they encourage self-regulation in their sector, and support contractors to meet their tax and legal obligations. FCSA Accredited Members are independently tested for compliance with our 50+ page code of standards, and they must pass our annual testing in order to retain accredited status.
Set up in 2008, FCSA are industry leaders with credibility and a proven track record. Their purpose is to safeguard the long-term future of the professional freelance sector for the benefit of the UK economy, through:
* Setting and raising standards for service providers who support professional contractors
* Promoting compliance in order to protect professional contractors
* Influencing and lobbying to ensure that members’ needs are represented to policymakers
*Collaborating through partnerships with like-minded organisation

Andy Chamberlain

Andy Chamberlain

Deputy Director of Policy and External Affairs
, IPSE

Andy is responsible for IPSE’s tax policy and has been working on IR35 related issues for 10 years. He also has special interest in labour market changes, employment status and Making Tax Digital.
Working with EY, Andy helped to develop to develop IPSE’s concept for a new corporate form – the Freelancer Limited Company – which would deliver clarity of legal and tax status for the smallest businesses, while also protecting revenue for the Exchequer.
IPSE is the largest association of independent professionals in Europe, representing over 74,000 freelancers, contractors and consultants from every sector of the economy. It’s a not-for-profit organisation, owned and run by its members.

12:30

Lunch and networking

14:00

PRACTICALITIES AND RISK: CONSULTING AND ADVISING YOUR CURRENT CONTINGENT STAFF

Julia Kermode

Julia Kermode

Chief Executive
, Freelancer & Contractor Services Association

As the leading independent membership body for professional employment services (umbrella, accountancy, CIS) FCSA is committed to raising standards and promoting supply chain compliance for the temporary labour market. Through their accreditation they encourage self-regulation in their sector, and support contractors to meet their tax and legal obligations. FCSA Accredited Members are independently tested for compliance with our 50+ page code of standards, and they must pass our annual testing in order to retain accredited status.
Set up in 2008, FCSA are industry leaders with credibility and a proven track record. Their purpose is to safeguard the long-term future of the professional freelance sector for the benefit of the UK economy, through:
* Setting and raising standards for service providers who support professional contractors
* Promoting compliance in order to protect professional contractors
* Influencing and lobbying to ensure that members’ needs are represented to policymakers
*Collaborating through partnerships with like-minded organisation

Chris James

Chris James

Chairman
, Freelancer & Contractor Services Association

Chris James is a chartered accountant with a background in audit and due diligence, who heads JSA Group's Limited company service division. Chris is responsible for the training and development of a team of more than fifty employees, and also provides management training across the UK group. Chris writes and speaks on IR35 and off payroll, as well as practice management, integration, technology and due diligence. Chris also serves on the Board of the FCSA, and last year was elected Chairman. In his work with the FCSA Chris meets regularly with HMRC, the Treasury and BEIS, on regulation in the flexible workforce sector, as well as the nuts and bolts of ever-changing tax legislation.

Assessing your contingent workforce:

Segmentation and case-by-case analysis

Issues with role-based assessments

Vital skills and expertise: what can you not afford to lose?

What is your appetite for risk?

Additional resources / support needed?

Working out the status of your freelancers: inside or outside IR35? Principles to apply:

Control

Substitution

Mutuality of obligation (MOO)

Other factors

Changing contracts and communicating options:

Rates increase, lower fees, assignment termination

Engaging contractors directly as PAYE workers

The consequences for contractors of being inside IR35: deemed payments, expenses, tax

Contracting options:

PAYE – agency or in-house

Umbrella companies

Employment

Understanding and mitigating risks: current and future considerations

14:55

TALENT PROCUREMENT POST APRIL 2020: KEY MOVES TO ENSURE YOU ARE AHEAD OF THE COMPETITION

Colin Morley

Colin Morley

Professional Services Director
, Harvey Nash Recruitment Services

Colin is Professional Services Director for Harvey Nash Recruitment Solutions, a division of Harvey Nash Plc. Harvey Nash Recruitment Solutions provides a full spectrum of workforce solutions to its clients, from managing contingent workers to managing entire projects and programmes across the UK, Europe, America and Asia.
Since joining Harvey Nash in 1999, he has worked with a broad range of private, not‐for profit and public sector organisations, helping them source the highest quality talent, cut costs and take control of their resourcing strategies.
An advocate for diversity & inclusion and better working practices, Colin is a leading figure in the IR35 debate and its implications for businesses and contractors.

Understanding where market dynamics are headed

Implementing a timely review: audit & changes

Smart solutions to access & engage contingent talent

Lobbying: make your voice heard

15:40

Afternoon tea and networking

15:55

TACKLING THE CHALLENGES HEAD ON: PLANNING, PRACTICALITIES AND PRACTICE

Andy Chamberlain

Andy Chamberlain

Deputy Director of Policy and External Affairs
, IPSE

Andy is responsible for IPSE’s tax policy and has been working on IR35 related issues for 10 years. He also has special interest in labour market changes, employment status and Making Tax Digital.
Working with EY, Andy helped to develop to develop IPSE’s concept for a new corporate form – the Freelancer Limited Company – which would deliver clarity of legal and tax status for the smallest businesses, while also protecting revenue for the Exchequer.
IPSE is the largest association of independent professionals in Europe, representing over 74,000 freelancers, contractors and consultants from every sector of the economy. It’s a not-for-profit organisation, owned and run by its members.

PANEL: PRIVATE SECTOR IMPLEMENTATION: GETTING READY FOR LAUNCH

Julia Kermode

Julia Kermode

Chief Executive
, Freelancer & Contractor Services Association

As the leading independent membership body for professional employment services (umbrella, accountancy, CIS) FCSA is committed to raising standards and promoting supply chain compliance for the temporary labour market. Through their accreditation they encourage self-regulation in their sector, and support contractors to meet their tax and legal obligations. FCSA Accredited Members are independently tested for compliance with our 50+ page code of standards, and they must pass our annual testing in order to retain accredited status.
Set up in 2008, FCSA are industry leaders with credibility and a proven track record. Their purpose is to safeguard the long-term future of the professional freelance sector for the benefit of the UK economy, through:
* Setting and raising standards for service providers who support professional contractors
* Promoting compliance in order to protect professional contractors
* Influencing and lobbying to ensure that members’ needs are represented to policymakers
*Collaborating through partnerships with like-minded organisation

Peter J. Wright

Peter J. Wright

Partner
, Leadership Forum Inc.

Peter Wright is a truly global executive experienced in leading HR functions for some of the world’s best-known companies.
He has held senior positions in companies as diverse as Zurich Insurance, AIG, Estee Lauder, Merrill Lynch, BP, Allied Domecq and Unilever. He has travelled extensively and worked on every continent. He is highly skilled in leading organizations and executive teams through significant growth, crisis and business transformation, including mergers and acquisitions divestitures, restructuring, organizational transformation and public offerings.
At the beginning of 2014 Peter took his many years of experience and applied it to the founding of his own consultancy Acorn Strategy Consulting. This boutique consultancy will specialize in helping companies improve their Organizational Effectiveness and Change Management capabilities as well as advising on all aspects of Talent Management. Subsequently, Peter became a partner in Leadership Forum Inc., merging Acorn Strategy Consulting with Leadership Forum Inc.
In addition to his corporate experience, Peter is a business entrepreneur. In 2007 he co-founded Global Energy Talent, a business dedicated to the recruitment and deployment of people for oil and energy companies. He continues to serve as an advisor to the company.
Born in London into a military family he grew up travelling around the world before attending the British Royal Military Academy Sandhurst, and St John’s College Cambridge where he earned a Masters Degree in History. He served the first twelve years of his adult life as an army officer in the British Army.
Peter has a unique lens on the realities of global leadership and change management. A true citizen of the world he is frequently invited to write, teach, speak and consult for businesses, executive education schools and non-profit organizations.
He has a highly entertaining, provocative and motivational style and is respected for delivering sound and workable end results.

Colin Morley

Colin Morley

Professional Services Director
, Harvey Nash Recruitment Services

Colin is Professional Services Director for Harvey Nash Recruitment Solutions, a division of Harvey Nash Plc. Harvey Nash Recruitment Solutions provides a full spectrum of workforce solutions to its clients, from managing contingent workers to managing entire projects and programmes across the UK, Europe, America and Asia.
Since joining Harvey Nash in 1999, he has worked with a broad range of private, not‐for profit and public sector organisations, helping them source the highest quality talent, cut costs and take control of their resourcing strategies.
An advocate for diversity & inclusion and better working practices, Colin is a leading figure in the IR35 debate and its implications for businesses and contractors.

Andy Chamberlain

Andy Chamberlain

Deputy Director of Policy and External Affairs
, IPSE

Andy is responsible for IPSE’s tax policy and has been working on IR35 related issues for 10 years. He also has special interest in labour market changes, employment status and Making Tax Digital.
Working with EY, Andy helped to develop to develop IPSE’s concept for a new corporate form – the Freelancer Limited Company – which would deliver clarity of legal and tax status for the smallest businesses, while also protecting revenue for the Exchequer.
IPSE is the largest association of independent professionals in Europe, representing over 74,000 freelancers, contractors and consultants from every sector of the economy. It’s a not-for-profit organisation, owned and run by its members.